# An agency reporting example

> Turn fictional roofing calls into a reviewable client report without mistaking inquiries for completed jobs.

Canonical page: https://getleadsource.io/docs/agency-reporting-example/

Lead Source documentation

## An agency reporting example

Turn fictional roofing calls into a reviewable client report without mistaking inquiries for completed jobs.

Documentation

[Overview](https://getleadsource.io/docs/)
[Getting started](https://getleadsource.io/docs/getting-started/)[Tracking numbers](https://getleadsource.io/docs/tracking-numbers/)[Call routing setup](https://getleadsource.io/docs/call-routing/)[Website number swapping](https://getleadsource.io/docs/website-attribution/)[Call review and reporting](https://getleadsource.io/docs/call-review/)[Send events to another tool](https://getleadsource.io/docs/webhooks/)[API access](https://getleadsource.io/docs/api/)[Publisher ping and handoff](https://getleadsource.io/docs/publisher-ping-post/)[A pay-per-call example](https://getleadsource.io/docs/pay-per-call-workflow/)[An agency reporting example](https://getleadsource.io/docs/agency-reporting-example/)[Troubleshooting](https://getleadsource.io/docs/support/)

Reviewed October 15, 2026

### The question the client asks

Which source brought qualified repair inquiries, and what happened after the phone rang? This fictional example uses one client account and a fixed reporting window. It does not represent a customer result.

### Keep the denominator visible

Sample campaign: 20 calls, 16 answered, 10 qualified inquiries, 4 appointments, and 2 completed jobs recorded. Appointments and completed jobs are outcome milestones, not mutually exclusive buckets. Eight answered calls in this sample still lack a final outcome; keep them unresolved rather than silently counting them as lost sales. If campaign spend is $600, cost per qualified inquiry is $60. A completed-job revenue figure needs a separate verified amount.

### Review repair and replacement separately

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#### Classify the need

Distinguish leak repair, replacement, and inspection. Record an unsupported service or out-of-area inquiry separately.

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#### Follow the later outcome

Link the appointment, estimate, or completed job only when your team verifies it. A long call alone is not a completed job.

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#### Agree the next action

Assign unresolved calls to a named owner. Use the same metric definitions in the next period before comparing campaigns.

[Download the worked call data](https://getleadsource.io/assets/agency-worked-example.csv)[Use the report workbook](https://getleadsource.io/templates/agency-call-report/)[Use the qualification scorecard](https://getleadsource.io/templates/call-qualification-scorecard/)[Check the calculation](https://getleadsource.io/tools/call-tracking-roi-calculator/)

[Explore the walkthrough](https://getleadsource.io/demo/)[Review product availability](https://getleadsource.io/integrations/)